American Express Co
AXP- Exchange
- NYSE
- Industry
- Finance Services
- SEC CIK
- 0000004962
In the last 90 days, American Express Co insiders filed 0 open-market purchases and 1 sale; 3,021 institutions reported holding it in 13F filings for Q2 2026, worth $195.1B in total; 8 superinvestors hold it, including Berkshire Hathaway and Markel Group.
13F holders, Q1 2023
Institutional positions in American Express Co as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,055
- +89 vs. Q4 2022
- Shares held
- 626.4M
- +2.67M (+0.4%) vs. Q4 2022
- Total value
- $102.9B
- +$10.8B (+11.8%) vs. Q4 2022
- New holders
- 188
- 749 more added
- Sold out
- 99
- 738 more reduced
42 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,021 | $195.1B |
| Q1 2026 | 2,912 | $174.8B |
| Q4 2025 | 3,043 | $216.8B |
| Q3 2025 | 2,758 | $193.4B |
| Q2 2025 | 2,719 | $189.9B |
| Q1 2025 | 2,627 | $160.7B |
| Q4 2024 | 2,642 | $177.5B |
| Q3 2024 | 2,459 | $160.6B |
| Q2 2024 | 2,348 | $139.8B |
| Q1 2024 | 2,315 | $139.5B |
| Q4 2023 | 2,191 | $114.5B |
| Q3 2023 | 2,002 | $91.3B |
| Q2 2023 | 2,047 | $107.9B |
| Q1 2023 | 2,055 | $102.9B |
| Q4 2022 | 2,008 | $92.3B |
| Q3 2022 | 1,919 | $85.1B |
| Q2 2022 | 1,975 | $88.0B |
| Q1 2022 | 2,067 | $120.0B |
| Q4 2021 | 2,005 | $106.1B |
| Q3 2021 | 1,879 | $111.2B |
| Q2 2021 | 1,851 | $112.6B |
| Q1 2021 | 1,781 | $96.5B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding American Express Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stone Point Wealth LLC | 19,887 | $3.28M | 1.46% | −733−3.6% | Reduced |
| Gilman Hill Asset Management, LLC | 19,888 | $3.28M | 0.67% | −116−0.6% | Reduced |
| Auto-Owners Insurance Co | 19,950 | $3.29M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,079 | $3.31M | 0.09% | −7,056−26.0% | Reduced |
| Naples Global Advisors, LLC | 20,111 | $3.32M | 0.41% | +375+1.9% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.32M | 3.11% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 20,166 | $3.33M | 0.08% | −82,912−80.4% | Reduced |
| Richard Bernstein Advisors LLC | 20,236 | $3.34M | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 20,265 | $3.34M | 0.01% | +8,690+75.1% | Added |
| Twin Capital Management Inc | 20,306 | $3.35M | 0.46% | +15,493+321.9% | Added |
| Park National Corp | 20,363 | $3.36M | 0.15% | −1,053−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,636 | $3.40M | 0.40% | +20,636 | New |
| Ceera Investments, LLC | 20,976 | $3.46M | 2.21% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 21,017 | $3.47M | 0.42% | −416−1.9% | Reduced |
| Stephens Inc | 21,156 | $3.49M | 0.07% | +746+3.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,184 | $3.49M | 0.29% | −311−1.4% | Reduced |
| Goelzer Investment Management, Inc. | 21,247 | $3.50M | 0.30% | −6,168−22.5% | Reduced |
| Horizon Investment Services, LLC | 21,390 | $3.53M | 2.26% | +697+3.4% | Added |
| Benson Investment Management Company, Inc. | 21,430 | $3.53M | 2.02% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,466 | $3.54M | 0.30% | −138−0.6% | Reduced |
| Trinity Legacy Partners, LLC | 21,522 | $3.55M | 1.33% | +1,254+6.2% | Added |
| Fundamentun, LLC | 21,596 | $3.56M | 0.60% | +2,015+10.3% | Added |
| Chatham Capital Group, Inc. | 21,612 | $3.56M | 0.80% | −925−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 21,661 | $3.57M | 0.09% | +594+2.8% | Added |
| Univest Financial Corp | 21,714 | $3.58M | 1.12% | −1,772−7.5% | Reduced |
| Jefferies Financial Group Inc. | 21,722 | $3.58M | 0.08% | +15,359+241.4% | Added |
| First Hawaiian Bank | 21,788 | $3.59M | 0.12% | −5,931−21.4% | Reduced |
| Greenleaf Trust | 21,883 | $3.61M | 0.04% | +515+2.4% | Added |
| Fiduciary Group LLC | 21,911 | $3.61M | 0.47% | −262−1.2% | Reduced |
| Chicago Trust Co NA | 21,938 | $3.62M | 0.91% | −2,382−9.8% | Reduced |
| Ropes Wealth Advisors LLC | 22,003 | $3.63M | 0.66% | +258+1.2% | Added |
| Beacon Investment Advisory Services, Inc. | 22,039 | $3.64M | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 22,141 | $3.65M | 0.84% | −45−0.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 22,294 | $3.68M | 0.10% | +20,493+1,137.9% | Added |
| Front Barnett Associates LLC | 22,466 | $3.71M | 0.44% | −186−0.8% | Reduced |
| Chemistry Wealth Management LLC | 22,491 | $3.71M | 1.29% | −166−0.7% | Reduced |
| Seven Eight Capital, LP | 22,628 | $3.73M | 0.78% | +8,702+62.5% | Added |
| TD Private Client Wealth LLC | 22,644 | $3.74M | 0.17% | +4,267+23.2% | Added |
| Venture Visionary Partners LLC | 22,662 | $3.74M | 0.24% | +221+1.0% | Added |
| Erste Asset Management GmbH | 23,035 | $3.74M | 0.07% | +2,150+10.3% | Added |
| Grassi Investment Management | 22,960 | $3.79M | 0.47% | 00.0% | Unchanged |
| RBF Capital, LLC | 23,000 | $3.79M | 0.28% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 23,077 | $3.80M | 0.04% | −1,239−5.1% | Reduced |
| Silvant Capital Management LLC | 23,107 | $3.81M | 0.25% | +6,504+39.2% | Added |
| Lido Advisors, LLC | 23,358 | $3.85M | 0.05% | +7,142+44.0% | Added |
| Hutner Capital Management Inc | 23,375 | $3.86M | 2.35% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 23,857 | $3.87M | 0.88% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 23,519 | $3.88M | 0.28% | −45−0.2% | Reduced |
| Wisconsin Capital Management LLC | 23,520 | $3.88M | 2.64% | +18,685+386.5% | Added |
| Mitchell Capital Management Co | 23,545 | $3.88M | 0.96% | +447+1.9% | Added |
| Private Management Group Inc | 23,725 | $3.91M | 0.18% | −4,359−15.5% | Reduced |
| Stonegate Investment Group, LLC | 23,736 | $3.92M | 0.15% | −5,314−18.3% | Reduced |
| CenterBook Partners LP | 23,823 | $3.93M | 0.56% | +23,823 | New |
| Benjamin F. Edwards & Company, Inc. | 23,824 | $3.93M | 0.16% | −143−0.6% | Reduced |
| Overbrook Management Corp | 23,828 | $3.93M | 1.03% | 00.0% | Unchanged |
| Bokf, NA | 23,918 | $3.95M | 0.08% | −11,829−33.1% | Reduced |
| Boston Private Wealth LLC | 23,993 | $3.96M | 0.06% | −566−2.3% | Reduced |
| Simplex Trading, LLC | 24,372 | $4.02M | 0.18% | +24,372 | New |
| Concentric Wealth Management, LLC | 24,444 | $4.03M | 1.33% | +106+0.4% | Added |
| Varma Mutual Pension Insurance Co | 24,757 | $4.08M | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 24,779 | $4.09M | 0.18% | −72−0.3% | Reduced |
| Rockland Trust Co | 24,966 | $4.12M | 0.26% | −82,337−76.7% | Reduced |
| Alkeon Capital Management LLC | 25,000 | $4.12M | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 25,000 | $4.12M | 0.88% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 25,084 | $4.14M | 1.01% | +110+0.4% | Added |
| Metis Global Partners, LLC | 25,236 | $4.16M | 0.27% | +6,277+33.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 25,254 | $4.17M | 0.56% | +215+0.9% | Added |
| Adalta Capital Management LLC | 25,305 | $4.17M | 2.92% | 00.0% | Unchanged |
| Roundview Capital LLC | 25,387 | $4.19M | 0.44% | +178+0.7% | Added |
| Cetera Advisors LLC | 25,502 | $4.21M | 0.07% | +7,962+45.4% | Added |
| Foster Group, Inc. | 25,594 | $4.22M | 0.27% | +80.0% | Added |
| Wright Investors Service Inc | 25,650 | $4.23M | 1.20% | +6,165+31.6% | Added |
| Wetherby Asset Management Inc | 25,674 | $4.23M | 0.25% | +1,373+5.6% | Added |
| Wellington Shields Capital Management, LLC | 25,753 | $4.25M | 0.51% | +5,001+24.1% | Added |
| GFS Advisors, LLC | 25,995 | $4.29M | 0.99% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 26,049 | $4.30M | 1.71% | −476−1.8% | Reduced |
| Bessemer Group Inc | 26,058 | $4.30M | 0.01% | −177−0.7% | Reduced |
| Stokes Capital Advisors, LLC | 26,060 | $4.30M | 1.46% | +143+0.6% | Added |
| Avitas Wealth Management LLC | 26,200 | $4.32M | 0.85% | −163−0.6% | Reduced |
| Jag Capital Management, LLC | 26,251 | $4.33M | 0.56% | −511−1.9% | Reduced |
| CX Institutional | 26,459 | $4.33M | 0.23% | +22,636+592.1% | Added |
| Kingfisher Capital LLC | 26,320 | $4.34M | 1.14% | +126+0.5% | Added |
| Sandhill Capital Partners LLC | 26,471 | $4.37M | 0.42% | +2,302+9.5% | Added |
| Pine Ridge Advisers LLC | 26,500 | $4.37M | 0.91% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 26,629 | $4.39M | 0.23% | −7,258−21.4% | Reduced |
| KMG Fiduciary Partners, LLC | 26,683 | $4.40M | 0.63% | −5,245−16.4% | Reduced |
| Stratos Wealth Partners, LTD. | 26,694 | $4.40M | 0.12% | −2,874−9.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 26,703 | $4.40M | 0.68% | +962+3.7% | Added |
| New England Asset Management Inc | 26,707 | $4.41M | 0.66% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 26,869 | $4.43M | 0.04% | −121,146−81.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 26,907 | $4.44M | 0.52% | −200−0.7% | Reduced |
| AMG National Trust Bank | 26,956 | $4.45M | 0.15% | −842−3.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 26,998 | $4.45M | 0.44% | +1,078+4.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $4.45M | 0.06% | 00.0% | Unchanged |
| Trust Co of Vermont | 27,105 | $4.47M | 0.31% | +880+3.4% | Added |
| Bouvel Investment Partners, LLC | 27,225 | $4.49M | 2.62% | −95−0.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 27,252 | $4.50M | 0.09% | −1,608−5.6% | Reduced |
| Alerus Financial NA | 27,378 | $4.52M | 0.40% | −2,476−8.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,426 | $4.52M | 0.63% | +6,847+33.3% | Added |
| Boothbay Fund Management, LLC | 27,567 | $4.55M | 0.13% | −8,658−23.9% | Reduced |